Using Multiple Payment Options

Sometimes, it is necessary for you to offer multiple methods or options of payment on your form. For example, you may want to allow your submitters pay by credit card or by check.

Setting up multiple payment methods can be accomplished by setting up some Conditional Logic on your form fields and applying Routing Logic on your Submit Actions. It is important to note, if you are attempting to add multiple payment options, you MUST apply Routing Logic to the payment integration. It is not optional. (The form will not function as intended if you don’t.)

So to explain the process better here’s a scenario based on many of our Formstack users form usage...

You are creating a registration or order form. First, you want people to be able to pay by credit card on the form or pay later by sending in a check.

And here’s how we set it up...

Step 1:

Create a 'Payment Method' field asking the submitter if they want to pay using a credit card or check. I recommend using either a Dropdown List or Radio Button for this field so they can only choose one option. Make this field required since other fields are dependent upon a selection. It would look something like this:

Step 2:

Create a Description Area field to provide further explanation of what the customer should do if they want to pay by check and apply Conditional Logic to it so it only shows when the 'Check' option is chosen.

Step 3:

Add a section to your form to house the credit card fields and drop in the Credit Card field set. Mark the credit card fields as 'Required'. Set conditional logic on the section so that it only displays if “Payment Method” is “Credit Card”.

Step 4:

Now it’s time to add your integrations. To do this, go to your form's settings tab > Integrations.

You can choose from the following payment processor integrations for your on-form credit card processing: Authorize.net, PayPal Pro, FirstData, PayPal Payflow Pro, Stripe, Chargify or Beanstream. Once you select one, simply click “add” on the integration, then click 'Settings'. Set up the integration with your account credentials and map your billing fields and your “price/total” field.

Step 5:

Once you've completed the setup of your payment integration, set up the Routing Logic on your integration submit action. To do this, go to the Settings tab > Emails & Actions > Advanced Settings. Click the 'Logic' button on the submit action, then add a logic rule that tells the action to run when 'Payment Method' is 'Credit Card'. Click 'Save'.

Now the payment integration will only run when the credit card option is chosen.

Step 6:

Optionally, you can set up a new custom Submission Message that appears when the submitters who choose the 'Check' payment method providing them with additional information about paying by check.

To do this, click the 'Add a Submission Message' button in the 'Submission Message' section of the Emails & Actions page. Choose the 'Custom Message' option and type in your message. Click 'Save Submission Message'.

Back on the 'Emails & Actions' page, click 'Logic' next to the submission message and apply the rule that tells the submission message to only display if 'Payment Method' is 'Check'. Click 'Save'.

Now the submission message will only display when the check option is chosen on the form. If the credit card option is chosen, the default submission message will display.